Are you eager to enhance your career prospects through top-notch Power BI training? Look no further! In the MB-920T00 Microsoft Dynamics 365 Fundamentals (ERP) course, we provide a comprehensive introduction to Dynamics 365, including an in-depth exploration of Power BI training.
Power BI Training Excellence
Our course delves deeply into Power BI, the business analytics tool that can truly revolutionize the way you handle data. With our engaging and interactive approach, you’ll learn how to harness the full potential of Power BI for data analysis, report creation, and data-driven decision-making.
Why Opt for Our Power BI Training
Our Power BI training is tailored for professionals at all levels. Whether you’re a business stakeholder, recent graduate, or considering a career switch, our course equips you with the skills necessary to excel in today’s data-driven landscape. No prior Power BI experience is required – we begin with the fundamentals and guide you through advanced techniques.
Join us in the MB-920T00 Microsoft Dynamics 365 Fundamentals (ERP) course and empower yourself with the knowledge and skills to master Power BI. Your journey towards data proficiency starts right here!
Course Details
Course Code: MB-280T04; Duration: 1 day; Instructor-led / Remote Online Training
This learning path prepares you to complete the Dynamics 365 customer experience analyst challenge project and validate your skills. You should have already completed the following modules as part of the MB-280: Dynamics 365 Customer Experience Analyst course series. If you haven’t, it’s recommended that you take some time to complete these modules before beginning the challenge project.
Audience
- Business Analyst
- Functional Consultant
Prerequisites
n/a
Methodology
This program will be conducted with interactive lectures, PowerPoint presentation, discussion and practical exercise.
Course Objectives
n/a
Outlines
Module 1: Manage leads with Dynamics 365 Sales
The lead management capabilities in Microsoft Dynamics 365 let you connect with your customers in a whole new way. This module provides an overview of what leads are, and describes the different options for creating leads, managing them, and working with them throughout their lifecycle. It also provides information about qualifying and disqualifying leads. The more leads you have, the greater your chances of getting opportunities and successfully closing deals.
- Dynamics 365 leads overview
- Create Dynamics 365 leads
- Lead management lifecycle
- Lead qualification
- Use Copilot with leads
- Lab – Work with Dynamics 365 leads
- Lead data management tools
- Check your knowledge
- Summary
Module 2: Manage opportunities with Dynamics 365 Sales
The opportunity management capabilities in Microsoft Dynamics 365 make it easy to manage opportunities and convert more leads. In this module, you’ll learn how and when opportunities are used and managed in Dynamics 365. You’ll also learn about the options for creating opportunities, their relationships with other records, and how to manage them throughout their lifecycle. By providing a complete view of the customer, Dynamics 365 helps you win more deals.
- Dynamics 365 opportunity overview
- Create Dynamics 365 opportunities
- Account and team selling
- Opportunity management lifecycle
- Use Copilot with opportunities
- Lab – Manage opportunities in Dynamics 365
- Check your knowledge
- Summary
Module 3: Manage and organize your product catalog with Dynamics 365 Sales
Microsoft Dynamics 365 helps organize and manage even the most complex product catalog to support your customers in customer engagement scenarios (for example, sales and column service). In this module, you learn how to define products, families, and bundles, take advantage of product properties, and define price lists. You also learn about pricing options for increased consistency and efficiency.
- Dynamics 365 product catalog overview
- Currencies and currency management
- Define products
- Product families
- Price lists
- Product catalog settings
- Exercise – Set up the product catalog
- Check your knowledge
- Summary
Module 4: Create emails in Dynamics 365 Customer Insights - Journeys
This module covers emails, assets, and personalization in the real-time work area of Dynamics 365 Customer Insights – Journeys.
- Introduction
- Manage assets
- Create marketing emails
- Personalize content
- Use brand profiles
- Use Copilot to generate email content ideas
- Style emails with AI-assisted themes
- Create content blocks
- Preview and test emails
- Check your message for errors and publish
- Send emails without building a journey
- Edit a live email
- Prevent sending emails to duplicated email addresses
- Check your knowledge
- Summary
Module 5: Build journeys with Dynamics 365 Customer Insights - Journeys
This module covers segments, triggers, and journeys within the real-time work area of Dynamics 365 Customer Insights – Journeys.
- Introduction
- Create and manage segments
- Work with triggers
- Create a journey
- Add messages to the journey
- Add activities to the journey
- Add other elements to the journey
- Publish journeys
- Check your knowledge
- Summary
Module 6: Challenge project - Configure a Dynamics 365 customer experience solution
In this challenge project, configure your own customer experience solution. You’ll be provided with high-level specifications of a fictional company’s requirements. The solution will include Dynamics 365 Sales and Dynamics 365 Customer Insights.
- Introduction
- Get to know your customer experience scenario
- Exercise – Customize the sales process
- Exercise – Configure the product catalog
- Exercise – Design a campaign
- Knowledge check
- Summary
